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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,633 | $61,605+26.0% | $112,273-30.9% | $75,173+3.3% |
| Participation rate | 62.8% | 61.7%+1.1pp | 72.4%-9.6pp | 67.2%-4.4pp |
| Annual return | 20.33% | 28.47%-8.1pp | 30.23%-9.9pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,412 | $3,108+42.0% | $4,800-8.1% | $4,126+6.9% |
| Admin fee / account holder | $512 | $4,862-89.5% | $7,752-93.4% | $5,651-90.9% |